American Trust Schwab Fundamental U S Large C Transaction History
American Trust
- $1.15 Billion
- Q3 2024
A detailed history of American Trust transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, American Trust holds 142,056 shares of FNDX stock, worth $3.51 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
142,056
Previous 152,559
6.88%
Holding current value
$3.51 Million
Previous $10.2 Million
0.24%
% of portfolio
0.89%
Previous 0.88%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
618Shares Held
247MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.23 Billion1.82% of portfolio
-
Mc Adam, LLC9.11MShares$225 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$148 Million7.37% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$115 Million1.01% of portfolio
-
Glassman Wealth Services4.51MShares$111 Million18.01% of portfolio